SIM
LEND

Synergy Investment Management’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Synergy Investment Management’s Portfolio LEND Stock Details LEND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Buy
+9,829
New +$247K 0.06% 151

Other funds holding LEND

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Synergy Investment Management's LEND Position: Q2 2026 in Review

Synergy Investment Management opened a new position in SEI High Yield Bond & Alternative Credit ETF (LEND) in Q2 2026: 9,829 shares worth $245K. The stake represents 0.06% of the portfolio and ranks #151 among its holdings.

91 funds tracked by Wall St. Rank hold LEND as of Q2 2026.

  • Synergy Investment Management held 9,829 shares of SEI High Yield Bond & Alternative Credit ETF worth $245K as of Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF was a new Synergy Investment Management position in Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF made up 0.06% of Synergy Investment Management's portfolio in Q2 2026, its #151 holding.
  • 91 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.